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Get Institutions for : 
St Spdr S&P Wld Xus (GWL)  
$35.97 0.04 (0.11%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 784    16
Total shares held : 
 428,127,335  
% of shares held : 
 47.57%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   73  
Amount of shares held : 
 6,326,631  
% of shares held change : 
   0.7%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $30.53  
Last Quarter's Ending Price : 
 $34.01  
Last Quarter's Average Price : 
 $31.74  
Change from last quarter's     
avg. price to the last closing  : 
4.23 (13.33%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
59
 5,738,320
 1.34%
 
Increased Positions :
321
 30,554,894
 7.14%
 
Unchanged Positions :
140
 9,130,985
 2.13%
 
Decreased Positions :
264
-28,077,408
-6.56%
 
Closed Positions :
43
-1,889,175
-0.44%
 
Guru Positions :
1
21,970
 0.01%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Fairfield University 2 - 2024-03-31 676,577 $24,249,000 0
   MBB PUBLIC MARKETS I LLC 40 - 2023-12-31 235,829 $8,021,000 0
   Topel & Distasi Wealth Management LLC 14 - 2024-03-31 133,037 $4,768,000 0
   Annapolis Financial Services LLC 23 - 2024-03-31 123,333 $4,420,000 0
   Heritage Trust Co 52 - 2024-03-31 110,003 $3,943,000 0
   HBW Advisory Services LLC 49 - 2024-03-31 95,671 $3,254,000 0
   Life Planning Partners Inc 9 - 2024-03-31 87,061 $3,120,000 0
   Patriot Investment Management Inc. 50 - 2024-03-31 83,802 $3,003,000 0
   HARBOR ADVISORY CORP /MA/ 35 - 2024-03-31 80,440 $2,883,000 0
   DeDora Capital Inc. 30 - 2024-03-31 73,837 $2,646,000 0
   Kohmann Bosshard Financial Services LLC 48 - 2024-03-31 62,291 $2,232,000 0
   Steele Capital Management Inc. 51 - 2024-03-31 61,822 $2,216,000 0
   Financial Gravity Wealth Inc. 143 - 2023-12-31 221,229 $1,987,000 0
   One Capital Management LLC 150 - 2024-03-31 47,824 $1,714,000 0
   SNS Financial Group LLC 57 - 2024-03-31 44,364 $1,590,000 0
   Ropes Wealth Advisors LLC 79 - 2023-09-30 50,850 $1,577,000 0
   OXFORD FINANCIAL GROUP LTD 60 - 2023-12-31 45,860 $1,560,000 0
   CLARKSTON CAPITAL PARTNERS LLC 84 - 2023-12-31 39,500 $1,343,000 0
   Wellington Wealth Strategies LLC. 27 - 2023-12-31 38,676 $1,315,000 0
   HOWARD FINANCIAL SERVICES LTD. 50 - 2024-03-31 34,105 $1,222,000 0
   PHILLIPS FINANCIAL MANAGEMENT LLC 97 - 2024-03-31 32,373 $1,160,000 0
   GERMAN AMERICAN BANCORP INC. 68 - 2023-12-31 31,453 $1,070,000 0
   GREENLEAF TRUST 289 - 2024-03-31 29,759 $1,067,000 0
   FIFTH THIRD BANCORP 602 - 2024-03-31 27,679 $992,000 0
   Seaside Wealth Management Inc. 20 - 2024-03-31 26,579 $953,000 0
   Morling Financial Advisors LLC 23 - 2023-12-31 27,206 $925,000 0
   Krilogy Financial LLC 159 - 2024-03-31 24,972 $895,000 0
   RMB CAPITAL MANAGEMENT LLC 309 - 2023-12-31 25,854 $879,000 0
   Integrated Investment Consultants LLC 65 - 2024-03-31 24,369 $873,000 0
   DORSEY & WHITNEY TRUST CO LLC 241 - 2024-03-31 23,530 $843,000 0
   IFG Advisors LLC 51 - 2024-03-31 22,654 $812,000 0
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 492 - 2023-12-31 23,597 $803,000 0
   Destiny Capital Corp/CO 23 - 2024-03-31 20,843 $747,000 0
   Codex Capital L.L.C. 34 - 2024-03-31 22,500 $732,000 0
   Upper Left Wealth Management LLC 37 - 2024-03-31 20,392 $731,000 0
   New Republic Capital LLC 54 - 2024-03-31 18,200 $652,000 0
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 128 - 2024-03-31 17,688 $634,000 0
   KEYBANK NATIONAL ASSOCIATION/OH 666 - 2023-12-31 18,502 $629,000 0
   Port Capital LLC 61 - 2023-12-31 18,000 $612,000 0
   LVM CAPITAL MANAGEMENT LTD/MI 98 - 2024-03-31 16,650 $597,000 0
   M HOLDINGS SECURITIES, INC. 148 - 2023-12-31 17,551 $597,000 0
   NATIONAL ASSET MANAGEMENT, INC. 748 - 2023-12-31 16,874 $574,000 0
   Wedmont Private Capital 294 - 2024-03-31 16,017 $572,000 0
   DHK Financial Advisors Inc. 57 - 2024-03-31 15,500 $556,000 0
   WHITTIER TRUST CO 476 - 2024-03-31 14,917 $535,000 0
   Yoder Wealth Management Inc. 54 - 2024-03-31 14,300 $513,000 0
   HARBOR INVESTMENT ADVISORY LLC 228 - 2024-03-31 13,919 $499,000 0
   Main Street Financial Solutions LLC 309 - 2024-03-31 13,684 $490,000 0
   Shepherd Financial Partners LLC 155 - 2024-03-31 12,998 $466,000 0
   Anchor Investment Management LLC 249 - 2023-12-31 13,667 $465,000 0
   Canvas Wealth Advisors LLC 79 - 2024-03-31 13,392 $458,000 0
   Conservest Capital Advisors Inc. 72 - 2024-03-31 12,122 $434,000 0
   Peirce Capital Management LLC 29 - 2024-03-31 10,963 $393,000 0
   Leo Wealth LLC 239 - 2024-03-31 10,490 $376,000 0
   Richardson Capital Management LLC 18 - 2024-03-31 10,006 $359,000 0
   Sargent Bickham Lagudis LLC 215 - 2022-12-31 11,979 $356,000 0
   BFT FINANCIAL GROUP LLC 220 - 2023-06-30 10,490 $341,000 0
   Acorn Wealth Advisors LLC 120 - 2024-03-31 9,448 $339,000 0
   ORLEANS CAPITAL MANAGEMENT CORP/LA 64 - 2023-12-31 9,875 $336,000 0
   Key Financial Inc 166 - 2024-03-31 9,790 $333,000 0
   NAPLES GLOBAL ADVISORS LLC 333 - 2024-03-31 9,255 $332,000 0
   Red Cedar Capital LLC 50 - 2022-12-31 10,954 $325,000 0
   MADDEN ADVISORY SERVICES, INC. 73 - 2024-03-31 8,939 $320,000 0
   Feltz Wealth PLAN Inc. 248 - 2024-03-31 8,881 $318,000 0
   OARSMAN CAPITAL, INC. 163 - 2023-12-31 9,360 $318,000 0
   M3 Advisory Group LLC 81 - 2024-03-31 8,852 $317,000 0
   MERITAGE PORTFOLIO MANAGEMENT 289 - 2024-03-31 8,850 $317,000 0
   Clarity Capital Advisors LLC 62 - 2024-03-31 8,596 $308,000 0
   Spectrum Asset Management Inc. (NB/CA) 78 - 2024-03-31 7,885 $283,000 0
   Tranquility Partners LLC 182 - 2024-03-31 7,667 $275,000 0
   Claro Advisors LLC 338 - 2024-03-31 7,522 $270,000 0
   Forza Wealth Management LLC 149 - 2024-03-31 7,545 $270,000 0
   BAKER AVENUE ASSET MANAGEMENT, LP 313 - 2023-12-31 7,899 $269,000 0
   OLIO Financial Planning 44 - 2024-03-31 7,844 $267,000 0
   HM PAYSON & CO 346 - 2023-12-31 7,764 $264,000 0
   MA Private Wealth 63 - 2024-03-31 7,240 $259,000 0
   McAdam LLC 251 - 2024-03-31 7,222 $259,000 0
   SMITH, SALLEY & ASSOCIATES 207 - 2024-03-31 6,880 $247,000 0
   Checchi Capital Advisers LLC 489 - 2024-03-31 6,872 $246,000 0
   CAPROCK Group Inc. 627 - 2024-03-31 6,730 $241,000 0
   Ellevest Inc. 338 - 2023-12-31 7,014 $239,000 0
   Financial Futures Ltd Liability Co. 43 - 2024-03-31 6,629 $238,000 0
   Windsor Group LTD 138 - 2023-09-30 7,578 $235,000 0
   SPEARS ABACUS ADVISORS LLC 349 - 2024-03-31 6,332 $227,000 0
   MCCORMACK ADVISORS INTERNATIONAL 987 - 2024-03-31 6,297 $226,000 0
   Independence Bank of Kentucky 210 - 2024-03-31 6,096 $218,000 0
   True Wealth Design LLC 115 - 2023-12-31 6,049 $206,000 0
   Nordwand Advisors LLC 48 - 2024-03-31 5,571 $200,000 0
   SIGNATUREFD, LLC 840 - 2024-03-31 5,362 $192,000 0
   Fairman Group LLC 53 - 2024-03-31 5,296 $190,000 0
   QUADRANT CAPITAL GROUP LLC 651 - 2023-12-31 5,279 $180,000 0
   Sanctuary Wealth Management L.L.C. 52 - 2024-03-31 4,044 $145,000 0
   Orion Capital Management LLC 142 - 2024-03-31 3,847 $138,000 0
   DEUTSCHE BANK AG 2973 - 2023-12-31 4,047 $138,000 0
   LeJeune Puetz Investment Counsel LLC 182 - 2023-03-31 4,250 $137,000 0
   Westside Investment Management Inc. 276 - 2024-03-31 2,793 $100,000 0
   Coston McIsaac & Partners 141 - 2024-03-31 2,813 $100,000 0
   AYRSHIRE ASSOCIATES INC 262 - 2023-12-31 2,663 $91,000 0
   Carmichael Hill & Associates Inc. 236 - 2024-03-31 2,440 $87,000 0
   COCONUT GROVE BANK 309 - 2024-03-31 2,385 $85,000 0
  100 Records found
  1    
  Page 1 of 1
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